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Insider Information:   Montag Thomas K.
Relationship:   Director
City:   New York
State:   NY
   
Insider Summary:
  
   
Companies Owned :   4    
Direct Shares   2,634,670    

Indirect Shares

   889,977      
Direct Value   $161,414,786    

Indirect Value

   $67,756,794      
Total Shares   3,524,647      
Total Value   $229,171,581      


Bank of America Corp $98,334,208 BlackRock Inc A $3,857,050 Goldman Sachs Group Inc $59,223,528 Bank of America Corp $98,334,208 BlackRock Inc A $3,857,050 Goldman Sachs Group Inc $59,223,528
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    0   
    0    

     Stock price went up :
    0   
    0    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
     0.0%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Merrill Lynch & Co Inc MER Executive Vice President 2009-01-01 0 2008-08-04 0    Premium*  
            Bank of America Corp BAC Chief Operating Officer 2021-03-01 2,500,870 2021-03-01 812,061    Premium*  
            BlackRock Inc A BLK Director 2013-04-18 5,000 2013-04-18 0    Premium*  
            Goldman Sachs Group Inc GS Director 2024-02-02 128,800 2024-02-02 77,916    Premium*  
* Premium Members only  

Records found :    166         Free Registration Required For Full Results.    Limit: 25

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  Page 5 of 7
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
BAC Bank of America Corp Co-chief Operating Officer   •       –      –    2011-11-15 4 OE $0.00 $0 D/D 5,144 357,096 0 -
BAC Bank of America Corp Co-chief Operating Officer   •       –      –    2011-12-15 4 OE $0.00 $0 D/D 5,144 357,096 0 -
BAC Bank of America Corp Chief Operating Officer   •       •      –    2016-02-15 4 D $11.95 $508,819 D/D (42,579) 358,968 0 -
BAC Bank of America Corp Pres, Glbl Bkg & Markets   •       –      –    2011-06-30 4 OE $0.00 $0 D/D 16,652 368,604 0 -
BAC Bank of America Corp Pres, Glbl Bkg & Markets   •       –      –    2011-07-29 4 OE $0.00 $0 D/D 16,652 368,604 0 -
BAC Bank of America Corp Pres, Glbl Bkg & Markets   •       –      –    2011-08-31 4 OE $0.00 $0 D/D 16,652 368,604 0 -
BAC Bank of America Corp Co-chief Operating Officer   •       –      –    2011-11-30 4 OE $0.00 $0 D/D 16,652 368,604 0 -
BAC Bank of America Corp Chief Operating Officer   •       •      –    2016-02-14 4 OE $0.00 $0 D/D 87,140 373,910 0 -
BAC Bank of America Corp Pres, Glbl Bkg & Markets   •       –      –    2011-01-02 4 D $13.34 $3,132,232 D/D (234,800) 385,114 0 -
BAC Bank of America Corp Pres, Glbl Bkg & Markets   •       –      –    2011-01-31 4 D $13.73 $228,632 D/D (16,652) 385,114 0 -
BAC Bank of America Corp Pres, Glbl Bkg & Markets   •       –      –    2010-01-02 4 D $15.06 $3,425,186 D/D (227,436) 386,041 0 -
BAC Bank of America Corp Pres, Glbl Bkg & Markets   •       –      –    2010-01-29 4 D $15.18 $252,777 D/D (16,652) 386,041 0 -
BAC Bank of America Corp Chief Operating Officer   •       •      –    2016-02-15 4 OE $0.00 $0 D/D 76,279 401,547 0 -
BAC Bank of America Corp Pres, Glbl Bkg & Markets   •       –      –    2011-01-31 4 OE $0.00 $0 D/D 16,652 401,766 0 -
BAC Bank of America Corp Pres, Glbl Bkg & Markets   •       –      –    2010-01-29 4 OE $0.00 $0 D/D 16,652 402,693 0 -
BAC Bank of America Corp Chief Operating Officer   •       •      –    2015-03-01 4 OE $0.00 $0 D/D 367,295 456,342 0 -
BAC Bank of America Corp Chief Operating Officer   •       •      –    2016-03-01 4 D $13.19 $5,174,477 D/D (392,303) 565,863 0 -
BAC Bank of America Corp Co-chief Operating Officer   •       –      –    2012-01-31 4 D $7.13 $118,729 D/D (16,652) 599,263 0 -
BAC Bank of America Corp Co-chief Operating Officer   •       –      –    2012-02-29 4 D $7.97 $132,716 D/D (16,652) 599,263 0 -
BAC Bank of America Corp Pres, Glbl Bkg & Markets   •       –      –    2010-01-02 4 OE $15.06 $7,006,289 D/D 465,225 613,477 0 -
BAC Bank of America Corp Co-chief Operating Officer   •       –      –    2012-01-31 4 OE $0.00 $0 D/D 16,652 615,915 0 -
BAC Bank of America Corp Co-chief Operating Officer   •       –      –    2012-02-29 4 OE $0.00 $0 D/D 16,652 615,915 0 -
BAC Bank of America Corp Pres, Glbl Bkg & Markets   •       –      –    2011-01-02 4 OE $13.34 $6,206,102 D/D 465,225 619,914 0 -
BAC Bank of America Corp Co-chief Operating Officer   •       •      –    2014-02-15 4 D $16.70 $711,069 D/D (42,579) 648,632 0 -
BAC Bank of America Corp Co-chief Operating Officer   •       •      –    2014-02-15 4 OE $0.00 $0 D/D 76,278 691,211 0 -
  166  Records found
  1   2   3   4   5  6   7      
  Page 5 of 7  
 
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  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed
 
 
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